How do I Exclude an Amicus Attorney by CARET File from Linking to PCLaw?

The Accounting Link Details view of the File Details window shows how the Amicus Attorney by CARET File is linked to a record in PCLaw. This provides a checkbox to exclude this File from the Link, and provides an Exchange button to synchronize the File with the corresponding Matter in PCLaw.

To exclude an Amicus Attorney by CARET File from exchange

1

Open the Amicus Attorney by CARET File

2

Go to Admin > Link Details

3

Select the Exclude This File checkbox. Or, select one or more Files in the Files

Index window, right-click on the list, and choose Exclude From Accounting Link in the shortcut menu that appears.

If the File is already linked to a PCLaw Matter, the link with the corresponding PCLaw Matter is maintained but the File is excluded from any future exchanges.

We recommend that you also exclude the corresponding PCLaw Matter from exchanges, by selecting its Disable Updates With Other Software option (or by deactivating or archiving it).

Clearing the Exclude This File checkbox will make the File eligible for exchange. If the File is already linked to a PCLaw Matter, be sure that the PCLaw Matter is not excluded from exchanges (by clearing its Disable Updates With Other Software option) and is neither Inactive nor Archived.

A prompt may appear, informing you of any other requirements before the File may be included in the next exchange, such as assigning a unique Client ID and/or Matter ID.